Bobbi Jean Formosa
Operations Strategist
o +1 856 234 9600
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Scope of Services

Bobbi Jean Formosa comes to NAI Mertz with over twenty (20) years of commercial real estate experience. Bobbi Jean started her career in human resources, loan underwriting, office leasing, property management and evolved to serve as the Executive Vice President for NAI Global with more than 7,000 professionals in over 400 offices.  Bobbi Jean ran such departments as account and transaction management, recruiting and human resources, training and education, marketing and events, member services, sponsorships and alliances, and drove an aligned strategic plan which included management of boards and leadership groups (owners) as well as specialty council management (brokers) and more.

Background & Experience

Bobbi Jean provides operation and marketing strategy insights and is part of the team of change agents that are rapidly evolving NAI Mertz as the company grows beyond its current position of prominence. Formosa expertly leverages countless global relationships to bring industry best practices and insights to the local market.  In addition to working in support of recruiting, internship programs, technology integration, marketing, advertising and sales, she is also of counsel to executive staff.

Formosa’s notable accomplishments include running  and promoting meetings that varied in size from 10-1,500 registrants; driving processes that resulted in an aligned strategic plan shared by members and staff; stabilizing staff and members through an acquisition and changes in leadership; developing a strategic relationships concept and increasing sales in the category by 50%+; increasing profitability as a result of applying Six Sigma processes in a corporate structure and, being an advocate and dispute resolution resource for the members of NAI.

Formosa’s business philosophy is simple. People do business with those they know, like and trust….be the person with who they want to work.  Be a force for positive change.


  • Bachelor’s Degree from Montclair University, New Jersey

  • Six Sigma Greenbelt, CRESTAR Alliance

  • Total Quality Management Certificate

  • Performance Management Institute Certificate

Professional Associations & Designations


  • RE Forum Women of Influence, National Recognition

  • Recognized by Strategic Clients Including SIOR, CCIM, IREM, CREW, ALM

  • Chairman’s Award for Excellence in LeadershipOperational Excellence Award

  • Most Valuable Player as voted by the NAI Members Leadership Board

  • Global Teamwork Award

  • Global Team Player of the Year

  • Service Appreciation Awards for 5, 10, 15 and 20 years

  • Top Performer and Top Producer Awards

Key Strengths

  • Organizational design

  • Strategy development

  • Performance reporting

  • Client experience

  • Systems integration

  • Accountable management systems

  • Process analysis & improvement

  • Sales & account management

  • Strategic relationships

  • Training & mentoring

  • Communications & marketing

  • Meetings, trade shows, events

  • Vendor relations